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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,886 | $73,848-64.9% | $143,799-82.0% | $68,486-62.2% |
| Participation rate | 54.4% | 66.7%-12.2pp | 80.3%-25.9pp | 67.9%-13.5pp |
| Annual return | -16.66% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $797 | $3,184-75.0% | $4,952-83.9% | $2,597-69.3% |
| Participant deferral / active EE | $1,833 | $3,385-45.8% | $5,638-67.5% | $4,028-54.5% |
| Admin fee / account holder | $1,332 | $5,755-76.9% | $14,677-90.9% | $5,404-75.3% |